Feb. 5 at 11:16 PM
2026 has started off pretty rough for most investment influencers and fintwit posters.
Could not be further from the truth at Krypton Research, our methodical investment research helped us compose a nearly uncorrelated portfolio of just four stocks, up 12% YTD so far.
Here's how in just a few posted articles:
December 2025: Sat down and listed themes we believe will thrive in 2026, highlighted the continued beneficiaries of the capex boom (Now validated after Amazon, Meta
$MSFT and
$GOOG all blast capex guidance through the roof) https://kryptonresearch.substack.com/p/2026-setting-the-stage-for-financial
December 2025: We believed that robotics would be a major theme as AI shifts into the physical world, but we didn't want direct robotics players that carried immense speculation and risk like
$RR and
$SERV so we went with a more obscure, but integral company. (Our pick
$RRX is up 40% from this initiation) https://kryptonresearch.substack.com/p/2026-setting-the-stage-for-financial
The performance vs. a weak market this year speaks for itself.
No high beta slop. No leverage. Just alpha.